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PMS Overview

Sundaram Business Services (SBS) is the preferred back office partner for some of the top portfolio management firms in Australia and currently manage over 3,500 portfolios . Our services are designed to bring a diverse investment portfolio together thereby perform all of the day-to-day back office administration for fund managers and portfolio administration companies.

Our engagements with our clients have not just resulted in significant cost savings but have also streamlined processes.

Why SBS?
  • Process driven work force
  • Trained resources with knowledge of industry specific software
  • Subject matter specialists, with years of industry experience
  • Service Level Agreements to ensure quality and timelines
  • ISO 9001:2008 processes and customized Six-Sigma quality approach

PMS Services

Sundaram Business Services offers portfolio administration support services to portfolio administrators/managers, investment administrators, and financial planning dealer groups with end-to-end online processing through a remote processing solution. Our specialised team have significant domain knowledge in the industry and expertise in several application software used in portfolio administration processes. We cover our portfolio management services with offerings listed below:

Portfolio accounting

Cash & Stock Transaction Uploads
Bank Reconciliation
Corporate Action
Recording of Trades Movements
Stock Holding Reconciliation
Processing of Daily Cash Movements
Managing Term Deposit Platform
Managing Managed Funds Trading Platform

Client Speak

“We have been working with the team in Sundaram since 2010. They are well educated, committed, professional partners who deliver a quality outcome. Sundaram team members have visited our offices on a number of occasions to increase their knowledge and training, and they have proven a very valuable part of our wider operations team.”
Australian financial services company

Value Adds

Portfolio valuations on daily bases for all the fund models
Preparation of performance reports for all the fund models.